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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
201
First Manhattan
New York
$5K – – –
RDWM
202
Red Door Wealth Management
Tennessee
$5K – – –
PWP
203
Principle Wealth Partners
Connecticut
$5K +$3.59K +125 New
CFGS
204
Concourse Financial Group Securities
Alabama
$4K -$689 -24 -20%
JCM
205
Jacobi Capital Management
Pennsylvania
$4K – – –
Balentine LLC
206
Balentine LLC
Georgia
$4K +$2.47K +86 New
Harel Insurance Investments & Financial Services
207
Harel Insurance Investments & Financial Services
Israel
$4K +$2.87K +100 New
CAL
208
Capital Advisors Ltd
Ohio
$3K – – –
Covington Capital Management
209
Covington Capital Management
California
$3K – – –
EWM
210
Endurance Wealth Management
Rhode Island
$3K – – –
Salem Investment Counselors
211
Salem Investment Counselors
North Carolina
$3K – – –
TF
212
TimeScale Financial
Massachusetts
$3K – – –
Orion Portfolio Solutions
213
Orion Portfolio Solutions
Nebraska
$3K +$1.35K +47 +214%
SIAS
214
Shine Investment Advisory Services
Colorado
$3K +$1.87K +65 New
TCM
215
TD Capital Management
Tennessee
$2K – – –
EWP
216
Engrave Wealth Partners
Texas
$2K +$1.44K +50 New
Quadrant Capital Group
217
Quadrant Capital Group
Ohio
$2K +$1.58K +55 New
FRA
218
Front Row Advisors
California
$2K +$1.64K +57 New
Arkadios Wealth Advisors
219
Arkadios Wealth Advisors
Georgia
$1.85K +$1.47K +51 New
RE
220
RBC Europe
United Kingdom
$1.76K – – –
Allworth Financial
221
Allworth Financial
California
$1K – – –
BAM
222
Bellevue Asset Management
Washington
$1K – – –
Benjamin F. Edwards & Company
223
Benjamin F. Edwards & Company
Missouri
$1K – – –
CFFP
224
Center for Financial Planning
Michigan
$1K – – –
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$1K – – –